New Jobs Report Surprises in a Big Way: 8 Key Items Shaping the Stock Market Friday
Anthropic’s revolving credit facility, Tesla cyber cabs hit Austin and other headlines moving the market this morning.
Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.
Prospective Snowflake Price Target as Shares Pop on Earnings
The AI data cloud firm is enjoying a nice reaction to its earnings report.
We’re Adding to This Position and Upgrading Our Rating
Truck orders continue to surge, pointing to big-time operating leverage at the company.
How (and Why) I’m Powering Through This Tiny Trade
As we watch the market action after a Fed comment boosted morning trading, let me show you how I am actively trading a lower-priced spec name.
ISM Services PMI Points to Greater Inflation Pressure
Other August Service PMI data was good for GDP forecasts, but that wasn’t the case for job creation.
Safety Set as I Await Smith & Wesson, Planet Labs Earnings
I’m holding off on trades as I await earnings for these two $10K Portfolio names; also, SoFI updates and drone news.
Costco’s August Sales Bring Many Reasons to Remain Bullish
Distinguishing between net sales and total sales points to August quarter upside.
Stick With GE Aerospace, Ditch its Counterpart as AI Infrastructure Trade Loses Luster
GE Aerospace offers a predictable business that features a massive backlog.
De-Flocking Has Hit This Portfolio Holding
As the shares test technical levels, here’s the real catalyst we’re watching.